Replies posted by Mike Goldade

2 Replies

Mike Goldade
Beginner
Mike GoldadeBeginner
asked in Ask a Peer

Contact Search

Ya I had seen those three when searching around but thanks for confirming that is where it is at.Did post something on the Idea page so we will see where that goes.

2
Mike Goldade
Beginner
3 months ago
Mike Goldade
Beginner
Mike GoldadeBeginner
asked in Ask a Peer

Bookkeeper access

When we do auto emails out of the template is this something that can be added?If not can I simply forward that email to the bookkeeper after and if they are listed as a contact for the client the magic link will work?Or is it only if I do the email stand alone and then add both in?

3
SamG
Sr. Karbon Community Guide
3 months ago

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